+2,896.1%
DELL vs APH
+940.6%
+1,955.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -0.8% | +12.6% | +12.4% |
| 7D | +0.4% | +0.4% | 0.0% | +0.5% |
| 30D | -35.1% | -8.0% | -27.1% | -30.3% |
| 3M | -15.1% | -5.0% | -10.1% | -11.3% |
| 6M | +51.7% | +29.9% | +21.8% | +25.6% |
| YTD | +200.0% | +18.0% | +182.0% | +148.4% |
| 1Y | +172.1% | +11.3% | +160.8% | +135.8% |
| 3Y | +431.2% | +274.9% | +156.3% | +70.9% |
| 5Y | +633.1% | +300.6% | +332.5% | +122.0% |
| All | +2,896.1% | +940.6% | +1,955.5% | +310.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded APH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling